Blog

5 inheritance blunders that worry wealthy families most
Thank you to Lucy Dean and The Australian Financial Review for seeking my contributions to this piece on estate planning and inheritance; fairness, money management,

Architecting Wealth with Intention: Designing a Private Structure for Impact and Longevity
This past week I found myself in a deep and thoughtful conversation with a client facing what many would see as a high-class problem: they

It’s A Family Affair
If you didn’t make it to last week’s National Conference of the Family Business Association (AU), no worries, I’ve got you. And why should you

“Mugged by Reality”
Yesterday was the 3rd year of the Climate Investor Forum, another insightful event where I joined my colleagues and leaders of our nation’s businesses, institutions

A Business the Kids want
“My brother and I don’t know if we want to take it over; dad’s not onboard with how we see the world; he won’t leave,

The Shift is Happening – and you’re invited
It’s been a few weeks since the last Smarter Impact, I’ve been finishing client projects, a little overwhelmed by world events and attending the Global

Blair Palese | Climate & Capital
Welcome to this Special Edition of Smarter Impact, where you can read through the detailed conversation I had with Blair Palese, Director of Philanthropy at

I like my Charities poor
Last night, I attended Andrew Hollo‘s screening of UnCharitableMovie.com. The film’s central proposition was that we have vastly different expectations of the NFP (Not-for-Profit) space

Are you happy with an investment portfolio aligned to a four degree+ increase in temperature?
During one of the closing sessions of this week’s Responsible Investment Association Australasia (RIAA) Annual Conference, Peter Chun, CEO of UniSuper, who manages $125 billion

The Climate Investor Forum Part 2
Welcome back to this recap of Climate Zeitgeist‘s Climate Investor Forum (CIF), we left part 1 of the recap at the end of the investor

The Climate Investor Forum Part 1
Welcome to part 1 of this day and evening at the Climate Investor Forum 20 March 2024, MCG Melbourne, led by Peter Castellas, Michele Hartz and Charlotte Connell. Thanks to Event

In conversation with Nick Hurd, Chair of the Global Steering Group for Impact Investing
Welcome to this Special Edition of Smarter Impact, where you can read through the detailed conversation I had with The Rt. Hon Nick Hurd , Chair of The